In our daily work, most of us deal with running a report rather than creating or editing the report. Therefore, it is important to equip ourselves with the knowledge to work with reporting in the Lightning Experience, including tips to make our job more effective and efficient.
In this chapter, we will discuss how to work with a report, including opening a report, searching a report, and adding a report to favorites. Then, we will continue with navigating a report and components that you need to be aware of when running a report, including adding a chart, the show or hide report option, and change and remove report filters.
By the end of this chapter, you will be fully equipped with the working knowledge of Salesforce reporting in Lightning, including subscribing reports for report delivery by email.
Throughout this chapter, we will provide notes and tips...